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Analysis

Two series, one timeline

Overlay any two indicators over the window where both exist. Jan 1992 to Apr 2026.

Retail Sales(Millions of dollars) Housing Starts(Thousands of units (SAAR))
2001 RecessionGlobal Financial CrisisCOVID-19 Recession$200B$300B$400B$500B$600B$700B0.5M1.0M1.5M2.0M1995200020052010201520202025

Left axis: Retail Sales · RSAFS. Right axis: Housing Starts · HOUST. Both from FRED, latest-revised, read from cache.

Correlation is not causation. Two lines moving together is not one moving the other. A shared trend often traces back to a third force, or to chance. This tool overlays the data. It does not explain it.